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Personal Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Personal Wealth Partners’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,501
Closed -$122K – 233
2021
Q2 		$122K Buy
+1,501
New +$121K 0.05% 104

Other funds holding IYF

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Personal Wealth Partners's IYF Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares US Financials ETF (IYF) in Q3 2021, closing a stake of 1,501 shares — an estimated $122K sold.

Personal Wealth Partners first reported a position in IYF in Q2 2021 and held it in 1 quarter. The position peaked at $122K in Q2 2021. 307 funds tracked by Wall St. Rank hold IYF as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares US Financials ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,501 iShares US Financials ETF shares in Q3 2021, an estimated $122K.
  • Personal Wealth Partners first reported a position in iShares US Financials ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's iShares US Financials ETF position peaked at $122K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.